TradeWorx’s Zions Bancorporation ZION Stock Holding History

TradeWorx’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-6,986	Closed	-$209K	–	575
2013 Q4	$209K	Sell	6,986 -2,455	-26%	-$70.7K	0.09%	379
2013 Q3	$259K	Buy	+9,441	New	+$276K	0.12%	302

Other funds holding ZION

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Cortland Advisers Wilmington, Delaware $2.18B AUM 8.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TradeWorx's ZION Position: Q1 2014 in Review

TradeWorx sold out of Zions Bancorporation (ZION) in Q1 2014, closing a stake of 6,986 shares — an estimated $209K sold.

TradeWorx first reported a position in ZION in Q3 2013 and held it in 2 quarters. The position peaked at $259K in Q3 2013. 325 funds tracked by Wall St. Rank hold ZION as of Q1 2014.

TradeWorx reported no remaining Zions Bancorporation position as of Q1 2014 after selling out during the quarter.
TradeWorx sold 6,986 Zions Bancorporation shares in Q1 2014, an estimated $209K.
TradeWorx first reported a position in Zions Bancorporation in Q3 2013 and held it in 2 quarters.
TradeWorx's Zions Bancorporation position peaked at $259K in Q3 2013.
325 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.